Communication

Intermediate · 6 min · Customers & leads

Communication holds your WhatsApp settings: which business number and provider Stockivio uses to send messages and notifications to customers and staff.

Open this screen in Stockivio →

Communication

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

Invoices, bills and reminders can be sent on WhatsApp from screens like Sales Invoices and Quick POS. This screen decides how those messages go out: from your own number, through a messaging provider, using the credential you save here. The owner or admin sets it up once; after that everyone uses the Send on WhatsApp buttons.

Before you start

Have a WhatsApp number for the business
If you use a messaging provider, keep its credential or API key ready
Switch on Stockivio Connect if your plan needs it (Connect)

Step by step

Open CommunicationOpen Communication from the sidebar. The WhatsApp section shows your Current mode, Business number and whether a Credential on file is saved.
Check the current setupRead Current mode and Business number first, so you know whether messages already go out and from which number.
Choose the ModePick the Mode you want WhatsApp messages to use.
Choose the ProviderIf the mode uses a messaging provider, pick it in Provider.
Enter the credentialPaste the key your provider gave you into Credential / API key. Treat it like a password and do not share it in chats.
SavePress Save. Check that Credential on file now shows a saved credential.
Send a test messageOpen an invoice in Sales Invoices and use Send on WhatsApp to your own phone to confirm messages arrive from the business number.

Worked example

Sharma Traders wants every invoice sent to retailers on WhatsApp from the office number 98290 11000 instead of salesmen's personal phones.

The owner opens Communication and sees Current mode and Business number.
He picks the Mode and the Provider his messaging account is with.
He pastes the provider's key into Credential / API key and presses Save.
In Sales Invoices he opens an invoice for Gupta Kirana Store and presses Send on WhatsApp to his own number as a test.

Result: Credential on file shows a saved credential, and the test message arrives from the business number. From now on invoices sent from Stockivio come from one office number.

💡 Tips

Use a number that stays with the business, not a salesman's personal phone.
After changing the provider or key, always send one test message before telling the team.
If messages stop, check here first: a changed or expired credential is the usual cause.

⚠️ Common mistakes

Pasting the key with extra spaces. Copy it again carefully and Save.
Changing the setup during busy billing hours. Do it when few invoices are being sent, then test.

सवाल

Do I need this screen to use Send on WhatsApp?

The Send on WhatsApp buttons on invoices and POS bills use what is set here. If nothing is set, check with your admin which mode your business uses.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Open Communication and read Current mode, Business number and Credential on file.
Scene 2: Pick the Mode and Provider.
Scene 3: Paste the credential and press Save.
Scene 4: Open a Sales Invoice and press Send on WhatsApp to test.
Scene 5: Show the message arriving on the phone.